# Lander & Associates Inc

> Lander & Associates Inc is an SEC-registered investment advisory firm, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 110703
- Filed as: LANDER & ASSOCIATES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110703
- AdvisorCensus page: https://advisorcensus.com/firm/lander-and-associates-inc-110703

## Quick answers

**How is Lander & Associates Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Lander & Associates Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lander & Associates Inc charge?**
Its Form ADV Part 2A brochure dated June 10, 2026 states: Hourly rate: $200 an hour (limited advisory services or financial consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Lander & Associates Inc registered with the SEC or a state?**
Lander & Associates Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 110703.

**How much does Lander & Associates Inc manage?**
Lander & Associates Inc reports $180,212,293 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Lander & Associates Inc's assets and staff changed since 2021?**
In the Form ADV data for Lander & Associates Inc: Regulatory assets under management: $128,846,251 in the October 2021 data and $180,212,293 in the October 2026 data, up 40%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lander & Associates Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (12).

**Which custodians does Lander & Associates Inc use?**
Lander & Associates Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fifth Third Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Lander & Associates Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110703

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- Hourly rate: $200 an hour (limited advisory services or financial consultations)

> Limited advisory services or financial consultations for which fees are assessed at an hourly rate of $200 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fifth Third Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $180,212,293
- Discretionary: $180,212,293
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,365,615 |
| High net worth individuals | 36 | $176,846,678 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- landerassoc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,846,251 | 1 | June 15, 2021 |
| October 2022 | $152,340,257 | 1 | June 10, 2022 |
| October 2023 | $135,839,217 | 1 | June 15, 2023 |
| October 2024 | $166,811,046 | 1 | June 19, 2024 |
| October 2025 | $190,977,368 | 1 | June 17, 2025 |
| October 2026 | $180,212,293 | 1 | June 10, 2026 |

Regulatory assets under management: $128,846,251 in the October 2021 data and $180,212,293 in the October 2026 data, up 40%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lander & Associates Inc (CRD 110703): Form ADV filing data as of October 2026.